ASUS: AI Demand Explodes, Server Revenue Target Revised Up to At Least Double This Year

Q: What are the key facts in this article?

ASUS has revised its 2026 server business revenue growth target from an initial 50%-100% increase to "at least double," driven by the explosive demand for AI infrastructure. The company's Q1 brand consolidated revenue hit a new quarterly high, with PC and server businesses expected to drive continued growth in Q2.

Q: What is the direct answer?

ASUS has revised its 2026 server business revenue growth target from an initial 50%-100% increase to "at least double," driven by the explosive demand for AI infrastructure. The company's Q1 brand consolidated revenue hit a new quarterly high, with PC and server businesses expected to drive continued growth in Q2.

Q: What is the source and date?

Source: https://www.cna.com.tw/news/afe/202605120315.aspx | Date: Date unavailable

Central News Agency (Central News Agency reporter Wu Chia-hao, Taipei, 12th) Computer brand manufacturer ASUS held an investor conference today, where its management team stated that benefiting from the explosive demand for artificial intelligence (AI) infrastructure and the strength of its gaming brand, overall revenue in the second quarter of this year will continue to grow. Due to strong demand from server customers and high order visibility, the full-year server revenue growth target has been revised upwards from the original 50% to 100% year-on-year increase to at least double. ASUS's brand consolidated revenue in the first quarter of this year reached NT$194.051 billion, a 2% increase quarter-on-quarter and a 44% increase year-on-year, setting a new quarterly record. Operating profit was NT$10.502 billion, a 30% increase quarter-on-quarter but an 8% decrease year-on-year, mainly because last year's same period saw a significant increase in operating profit due to the reversal of server bad debts. Affected by a decline in non-operating income, net profit attributable to the parent company was approximately NT$9.797 billion, a 14% decrease quarter-on-quarter and a 23% decrease year-on-year; earnings per share were NT$13.2. Looking ahead to Q2 operations, ASUS expects PC product revenue to increase by 10% to 15% quarter-on-quarter and 10% to 15% year-on-year; component products are expected to be flat with Q1 and decrease by 10% year-on-year; servers, however, will show strong growth momentum, expected to increase by 50% quarter-on-quarter and double year-on-year. Regarding the server business outlook, ASUS Co-CEO S.Y. Hsu stated that with the global AI infrastructure entering an explosive growth period, ASUS servers have already achieved high growth in Q1. Based on the visibility of orders for Q2 and the second half of the year, and strong demand from emerging cloud service providers (Neo Cloud) customers, ASUS has revised its full-year server growth target from

ASUS: AI Demand Explodes, Server Revenue Target Revised Up to At Least Double This Year

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